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Administrative Assistant to CEO

Company: New Level Resources
Location: Boulder
Posted on: June 9, 2021

Job Description:

Company Summary                                                                                                   

Veris Wealth Partners is a leading impact wealth management firm. Founded in 2007, Veris serves individuals, families and foundations seeking market performance and social gain by aligning their wealth with their values. Veris delivers comprehensive wealth management, including investment management, trust and philanthropic strategies, with an emphasis on impact and sustainable investing.

 Veris is a proud B Corp and Best for the World Overall Honoree (2019, 2018, 2017, 2016, 2015, 2014, 2013).

 Veris has offices in New York City; San Francisco, CA; Portsmouth, NH; and Boulder, CO. For more information, please visit our website:

Administrative Assistant: Position Summary

The Administrative Assistants primary responsibility is to manage a wide range of administrative and executive support-related tasks to the Chief Executive Officer (CEO). The position is also responsible for administering professional standards matters and coordinating meetings.

The ideal candidate will have excellent communication and organizational skills in order to interact with executives, management, and other professionals.

 Essential Functions

  • Maintain executives calendar by planning and scheduling meetings, conferences, and teleconferences
  • Maintain executives calendar and contacts
  • Prepare for meetings and presentations by preparing reports, spreadsheets, and agendas
  • Record and transcribe routine correspondence and meetings
  • Organize and maintain file system and other records
  • Conducts research and compile and type reports
  • Act as the point of contact among executives, employees, customers and external contacts
  • Coordinate and book travel arrangements for executive
  • Assist in coordinating events as needed
  • Maintain professional confidentiality of all matters of the organization
  • Project professional company image through phone, video, and in-person interactions

Knowledge, Skills, Abilities

Education and Experience

  • Minimum 3 years of administrative or executive assistant experience


Veris Wealth Partners is proud to be an equal opportunity employer. We celebrate diversity, and are committed to creating an inclusive environment for all employees.

We are an Equal Opportunity Employer and Prohibit Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics. 




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Keywords: New Level Resources, Boulder , Administrative Assistant to CEO, Other , Boulder, Colorado

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